IGSB — ISHARES TR

Ownership history in Matson Money. Inc.  ·  40 quarters on record

This page tracks every 13F SEC filing in which Matson Money. Inc. reported a position in ISHARES TR (IGSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
80.01% (2016 Q4)
Avg. % of fund
45.41%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,121,474 +514,722 +3.8% 23.60% $746.7M $52.49
2025 Q3 ADDED 13,606,752 +319,570 +2.4% 23.77% $721.9M $51.85
2025 Q2 REDUCED 13,287,182 -19,151 -0.1% 24.29% $701.0M $51.00
2025 Q1 REDUCED 13,306,333 -147,180 -1.1% 25.36% $696.9M $50.07
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1% MTC Wealth Management LLC 3Y 5.79%
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